Impact Investing Profitability Analyzer

General Information

Investment Name / Project Label (Optional): Analysis Period / Investment Dates (Optional):

Financial Inputs

Initial Investment Cost ($): Final Value / Proceeds from Sale ($): Enter total amount received if sold, or current market value if still held. Investment Duration (Years): Required for Annualized ROI. Enter 0 if not applicable. Benchmark Traditional Investment Annual Return (%) (Optional): E.g., Average S&P 500 return over the same period.

Impact Documentation

Primary Impact Goal(s): Key Impact Metrics Achieved/Targeted: Primary UN SDGs Targeted (Optional): List relevant SDG numbers or themes.

Understanding Impact Investing

Impact investments are made with the intention to generate positive, measurable social and/or environmental impact alongside a financial return.
Financial returns can vary, aiming for competitive market rates or sometimes accepting lower returns for greater impact (concessionary).
Documenting, measuring, and managing impact towards defined goals are key characteristics of this investment approach.